Advus Financial Partners, LLC

Q4 2025 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
12/31/2025
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
65
Total value ($000)
$278,316
Net value change ($000)
+8,813 (3.3%)
New positions
3
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: 10/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 1,431 4.1%
IWF 1,333 479.5%
OEF 876 41.6%
QUAL 732 3.6%
DYNF 621 9.8%
BAI 579 80.5%
IAU 518 29.5%
AAPL 388 15.4%
IVV 371 1.3%
MUB 352 5.4%
Top Reduces (Value $000, Stocks/ETFs)
EFG -696 -19.6%
VOT -587 -100.0%
IUSB -424 -2.6%
MSFT -301 -100.0%
IYW -268 -10.4%
COMT -256 -6.1%
NVDA -225 -100.0%
BX -31 -9.9%
TLT -25 -6.8%
GOVT -13 -1.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type